Mackenzie Financial
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Mackenzie Financial’s Golub Capital BDC GBDC Stock Holding History

Mackenzie Financial’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$572K Buy
44,394
+205
+0.5% +$2.67K ﹤0.01% 1292
2026
Q1 		$559K Buy
44,189
+1,235
+3% +$15.8K ﹤0.01% 1198
2025
Q4 		$580K Buy
42,954
+187
+0.4% +$2.59K ﹤0.01% 1191
2025
Q3 		$585K Buy
42,767
+1,557
+4% +$22.9K ﹤0.01% 1206
2025
Q2 		$604K Buy
41,210
+8,270
+25% +$120K ﹤0.01% 1164
2025
Q1 		$499K Buy
+32,940
New +$506K ﹤0.01% 1200
2024
Q3 		– Sell
-18,173
Closed -$285K – 1623
2024
Q2 		$285K Buy
+18,173
New +$298K ﹤0.01% 1185
2023
Q4 		– Sell
-42,171
Closed -$596K – 1534
2023
Q3 		$596K Sell
42,171
-381
-0.9% -$5.41K ﹤0.01% 958
2023
Q2 		$574K Sell
42,552
-12,400
-23% -$165K ﹤0.01% 977
2023
Q1 		$745K Buy
54,952
+15,803
+40% +$213K ﹤0.01% 917
2022
Q4 		$515K Sell
39,149
-619
-2% -$8.16K ﹤0.01% 921
2022
Q3 		$493K Sell
39,768
-14,003
-26% -$191K ﹤0.01% 934
2022
Q2 		$697K Sell
53,771
-32,175
-37% -$461K ﹤0.01% 895
2022
Q1 		$1.31M Buy
85,946
+3,628
+4% +$56.2K ﹤0.01% 848
2021
Q4 		$1.27M Buy
82,318
+186
+0.2% +$2.88K ﹤0.01% 856
2021
Q3 		$1.3M Buy
82,132
+11,376
+16% +$179K ﹤0.01% 858
2021
Q2 		$1.09M Buy
70,756
+37,991
+116% +$589K ﹤0.01% 849
2021
Q1 		$479K Buy
+32,765
New +$482K ﹤0.01% 928
2017
Q3 		– Sell
-70,150
Closed -$1.31M – 645
2017
Q2 		$1.31M Hold
70,150
– – 0.01% 424
2017
Q1 		$1.37M Buy
70,150
+35,836
+104% +$665K 0.01% 433
2016
Q4 		$618K Buy
+34,314
New +$615K ﹤0.01% 491

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mackenzie Financial's GBDC Position: Q2 2026 in Review

Mackenzie Financial increased its Golub Capital BDC (GBDC) stake by 0.46% in Q2 2026, buying an estimated $2.67K and bringing the position to 44,394 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Mackenzie Financial first reported a position in GBDC in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.37M in Q1 2017. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Mackenzie Financial held 44,394 shares of Golub Capital BDC worth $572K as of Q2 2026.
  • Mackenzie Financial bought 205 Golub Capital BDC shares in Q2 2026, an estimated $2.67K.
  • Golub Capital BDC made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1292 holding.
  • Mackenzie Financial first reported a position in Golub Capital BDC in Q4 2016 and has held it in 21 quarters since.
  • Mackenzie Financial's Golub Capital BDC position peaked at $1.37M in Q1 2017.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.